See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $29,802 |
PNC BANK, N.A.1 year Filed as: PNC CAPITAL ADVISORS Service code 27 P.O. BOX 91249 · CLEVELAND, OH 441013249 | Advisory (Plan) | $8,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,904 | $63,905+270.7% | $74,183+219.3% | $57,658+310.9% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.6%-40.3pp | 70.2%-33.9pp |
| Annual return | 6.58% | 60.60%-54.0pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $3,171 | $1,840+72.3% | $2,370+33.8% | $1,974+60.7% |
| Participant deferral / active EE | $416 | $3,448-87.9% | $3,550-88.3% | $3,061-86.4% |
| Admin fee / account holder | $268 | $91+193.9% | $5,586-95.2% | $95+183.1% |